Freedomfolio

10/29/2026

Learn how NSOs and ISOs are taxed and what to consider when deciding whether to exercise, sell, or hold employee stock options.

10/28/2026

A “$100K tax credit” for a $60K payment can sound amazing — but some of these aggressive promotions don’t actually exist. Before you sign anything, learn the red flags and protect your business from costly IRS trouble. Read now.

The IRS warns business owners against fake Tribal Tax Credit schemes. Learn how promoters pitch these invalid claims and how to protect yourself.

10/28/2026

“Our books are reconciled” is a good start.

For a growing ecommerce business, the next question is more important:

Which products and sales channels are actually making money?

Clean books should help you see true product cost, platform and fulfillment fees, returns, advertising, inventory risk and the cash contribution from each channel.

And the numbers still need founder context. A weak historical margin may already be improving because pricing, suppliers or channel strategy changed.

The accountant can calculate the margin. The founder explains the business behind it.

Good accounting connects both.

10/27/2026

Have an unused adoption tax credit from a prior year? The IRS is issuing refunds to eligible taxpayers for 2025. Learn who may qualify and why an amended return generally isn't needed.

The IRS is issuing refunds to eligible taxpayers with adoption credit carryovers from 2020–2024. Learn who may qualify and whether action is needed.

10/26/2026

Watch this video for a quick overview of bunching tax deductions.

10/26/2026

Did you know you might save more by “bunching” deductions than by taking them every year? This simple tax strategy can help you alternate between the standard deduction and itemizing for bigger tax benefits. Find out how it works and whether it could fit your situation—check it out!

Learn the basics of bunching tax deductions. Watch our video to discover how alternating between standard and itemized deductions can optimize your tax strategy.

10/22/2026

A small accounting adjustment can expose a much bigger problem.

When an eCommerce company sells through Shopify, Stripe, PayPal, and multiple banks, the question isn’t just whether net income looks right.

Can you trace customer payments to deposits? Are refunds and customer prepayments classified correctly? Do the books support the tax return?

Not every small discrepancy needs a deep investigation. But if nobody can explain where the money went, the business needs more than a quick journal entry.

Good financial reporting means having numbers you can understand, use, and defend.

Who reconciles your payment processors all the way to the bank?

10/20/2026

I’m a CPA, and I recently filed my own tax return using FreeTaxUSA and ChatGPT.

Both were useful. The software helped surface questions about ESPP stock basis, rental depreciation, and deductions. ChatGPT offered planning ideas worth considering.

But neither could know about expenses I forgot to record, reconstruct my S-corp shareholder basis from incomplete information, or make planning decisions before deadlines I'd already missed.

The lesson for business owners: technology is getting very good at preparing returns and answering questions. The harder part is knowing what information is missing—and what questions to ask before year-end.

That’s where a CPA who understands your business still adds value.

Have you tried AI for tax planning?

10/19/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/16/2026

Thinking about financing a new car? There’s a new federal tax deduction that could let eligible buyers write off up to $10,000 in loan interest—but only if the vehicle, loan, and income rules all line up. 🚗💡 Find out what qualifies before you file! Read now.

Financed a new vehicle? Learn who qualifies for the car loan interest deduction, the $10,000 annual limit, income restrictions, and vehicle requirements.